Kelly Financial Services’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Kelly Financial Services’s Portfolio JVAL Stock Details JVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-359	Closed	-$13.8K	–	815
2023 Q4	$13.8K	Buy	+359	New	+$12.8K	0.01%	352

Other funds holding JVAL

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's JVAL Position: Q1 2024 in Review

Kelly Financial Services sold out of JPMorgan US Value Factor ETF (JVAL) in Q1 2024, closing a stake of 359 shares — an estimated $13.8K sold.

Kelly Financial Services first reported a position in JVAL in Q4 2023 and held it in 1 quarter. The position peaked at $13.8K in Q4 2023. 112 funds tracked by Wall St. Rank hold JVAL as of Q1 2024.

Kelly Financial Services reported no remaining JPMorgan US Value Factor ETF position as of Q1 2024 after selling out during the quarter.
Kelly Financial Services sold 359 JPMorgan US Value Factor ETF shares in Q1 2024, an estimated $13.8K.
Kelly Financial Services first reported a position in JPMorgan US Value Factor ETF in Q4 2023 and held it in 1 quarter.
Kelly Financial Services's JPMorgan US Value Factor ETF position peaked at $13.8K in Q4 2023.
112 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.